Center for Financial Planning’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
1,648
-155
| -9% | -$9.86K | 0.01% | 215 |
|
|
2025
Q1 | $112K | Hold |
1,803
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $104K | Hold |
1,803
| – | – | 0.01% | 193 |
|
|
2024
Q3 | $123K | Hold |
1,803
| – | – | 0.02% | 176 |
|
|
2024
Q2 | $102K | Hold |
1,803
| – | – | 0.01% | 179 |
|
|
2024
Q1 | $108K | Sell |
1,803
-230
| -11% | -$13.7K | 0.02% | 177 |
|
|
2023
Q4 | $125K | Sell |
2,033
-450
| -18% | -$27.8K | 0.02% | 157 |
|
|
2023
Q3 | $144K | Hold |
2,483
| – | – | 0.03% | 149 |
|
|
2023
Q2 | $176K | Sell |
2,483
-871
| -26% | -$61.8K | 0.04% | 139 |
|
|
2023
Q1 | $262K | Buy |
3,354
+807
| +32% | +$63.2K | 0.06% | 117 |
|
|
2022
Q4 | $214K | Hold |
2,547
| – | – | 0.05% | 127 |
|
|
2022
Q3 | $199K | Hold |
2,547
| – | – | 0.05% | 120 |
|
|
2022
Q2 | $215K | Hold |
2,547
| – | – | 0.05% | 120 |
|
|
2022
Q1 | $225K | Hold |
2,547
| – | – | 0.05% | 125 |
|
|
2021
Q4 | $232K | Sell |
2,547
-500
| -16% | -$45.5K | 0.05% | 123 |
|
|
2021
Q3 | $249K | Hold |
3,047
| – | – | 0.06% | 111 |
|
|
2021
Q2 | $244K | Hold |
3,047
| – | – | 0.06% | 113 |
|
|
2021
Q1 | $264K | Hold |
3,047
| – | – | 0.07% | 106 |
|
|
2020
Q4 | $264K | Hold |
3,047
| – | – | 0.07% | 101 |
|
|
2020
Q3 | $255K | Hold |
3,047
| – | – | 0.08% | 96 |
|
|
2020
Q2 | $254K | Hold |
3,047
| – | – | 0.09% | 95 |
|
|
2020
Q1 | $238K | Hold |
3,047
| – | – | 0.08% | 101 |
|
|
2019
Q4 | $259K | Buy |
+3,047
| New | +$259K | 0.06% | 99 |
|